Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Southern Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,825
- +14 vs. Q4 2023
- Shares held
- 711.2M
- +11.0M (+1.6%) vs. Q4 2023
- Total value
- $51.0B
- +$1.91B (+3.9%) vs. Q4 2023
- New holders
- 127
- 731 more added
- Sold out
- 113
- 690 more reduced
27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,370 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,096 | $225.9K | 0.00% | −5−0.2% | Reduced |
| OmniStar Financial Group, Inc. | 3,151 | $226.1K | 0.21% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,154 | $226.3K | 0.02% | −729−18.8% | Reduced |
| Cedar Mountain Advisors, LLC | 3,156 | $226.4K | 0.06% | +32+1.0% | Added |
| Rossmore Private Capital | 3,163 | $226.9K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,166 | $227.1K | 0.01% | −3,930−55.4% | Reduced |
| New Republic Capital, LLC | 3,179 | $228.0K | 0.14% | −64−2.0% | Reduced |
| Searcy Financial Services Inc | 3,180 | $228.1K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 3,191 | $228.9K | 0.03% | −12−0.4% | Reduced |
| Acadian Asset Management LLC | 3,201 | $229.0K | 0.00% | +2,982+1,361.6% | Added |
| Mayflower Financial Advisors, LLC | 3,195 | $229.2K | 0.04% | −100,015−96.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,198 | $229.4K | 0.02% | +305+10.5% | Added |
| Crew Capital Management, Ltd. | 3,198 | $229.4K | 0.19% | +3,198 | New |
| Private Capital Advisors, Inc. | 3,200 | $230.0K | 0.03% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,219 | $230.9K | 0.12% | −210−6.1% | Reduced |
| Chesapeake Wealth Management | 3,233 | $231.9K | 0.08% | +3,233 | New |
| Benjamin Edwards Inc | 3,240 | $232.0K | 0.05% | −2,843−46.7% | Reduced |
| WealthTrust Asset Management, LLC | 3,236 | $232.1K | 0.18% | +7+0.2% | Added |
| Insight Advisors, LLC | 3,238 | $232.3K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 3,247 | $232.9K | 0.02% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 3,248 | $233.0K | 0.28% | −200−5.8% | Reduced |
| Spirit of America Management Corp | 3,250 | $233.2K | 0.05% | +400+14.0% | Added |
| USAdvisors Wealth Management, LLC | 3,294 | $234.0K | 0.09% | +127+4.0% | Added |
| Howe & Rusling Inc | 3,265 | $234.2K | 0.02% | +3,265 | New |
| Ironsides Asset Advisors, LLC | 3,268 | $234.4K | 0.08% | +365+12.6% | Added |
| Campbell Wealth Management | 3,278 | $235.0K | 0.02% | +3,278 | New |
| Dean Investment Associates, LLC | 3,286 | $235.7K | 0.03% | −289−8.1% | Reduced |
| Elevate Wealth Advisory, Inc | 3,287 | $235.8K | 0.21% | −7−0.2% | Reduced |
| Summit Wealth Partners, LLC | 3,290 | $236.0K | 0.05% | −77−2.3% | Reduced |
| AlphaStar Capital Management, LLC | 3,295 | $236.4K | 0.02% | +3,295 | New |
| Anchor Capital Advisors LLC | 3,300 | $236.7K | 0.01% | −100−2.9% | Reduced |
| Nadler Financial Group, Inc. | 3,309 | $237.4K | 0.03% | −392−10.6% | Reduced |
| Aaron Wealth Advisors | 3,325 | $238.5K | 0.03% | +230+7.4% | Added |
| Alpha Omega Wealth Management LLC | 3,332 | $239.0K | 0.04% | +400+13.6% | Added |
| Satovsky Asset Management LLC | 3,333 | $239.1K | 0.07% | +34+1.0% | Added |
| HC Advisors, LLC | 3,340 | $239.6K | 0.11% | +170+5.4% | Added |
| DF Dent & Co Inc | 3,356 | $240.8K | 0.00% | −6−0.2% | Reduced |
| Aveo Capital Partners, LLC | 3,175 | $240.8K | 0.03% | −143−4.3% | Reduced |
| Accredited Investors Inc. | 3,358 | $240.9K | 0.02% | +237+7.6% | Added |
| Eagle Wealth Strategies LLC | 3,394 | $241.3K | 0.20% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 3,365 | $241.4K | 0.16% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,372 | $241.9K | 0.15% | −178−5.0% | Reduced |
| Private Portfolio Partners LLC | 3,380 | $242.5K | 0.05% | −138−3.9% | Reduced |
| Merriman Wealth Management, LLC | 3,389 | $243.1K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,396 | $243.6K | 0.05% | −185−5.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,402 | $244.1K | 0.00% | −144,274−97.7% | Reduced |
| Family Asset Management, LLC | 3,402 | $244.1K | 0.15% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,407 | $244.4K | 0.14% | +3,407 | New |
| Old Second National Bank of Aurora | 3,408 | $244.5K | 0.06% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,440 | $244.6K | 0.04% | −301−8.0% | Reduced |
| Phillips Wealth Planners LLC | 3,612 | $244.8K | 0.28% | +134+3.9% | Added |
| Aspen Grove Capital, LLC | 3,418 | $245.3K | 0.07% | −33−1.0% | Reduced |
| Marcum Wealth, LLC | 3,427 | $245.9K | 0.02% | −1,167−25.4% | Reduced |
| Allstate Corp | 3,431 | $246.1K | 0.02% | −178−4.9% | Reduced |
| Marshall Wace, LLP | 3,439 | $246.7K | 0.00% | −1,574,752−99.8% | Reduced |
| Westwood Holdings Group Inc. | 3,450 | $248.0K | 0.00% | −2,822−45.0% | Reduced |
| Drive Wealth Management, LLC | 3,459 | $248.2K | 0.07% | −203−5.5% | Reduced |
| Adapt Wealth Advisors, LLC | 3,462 | $248.4K | 0.18% | +3,462 | New |
| Stonebridge Capital Advisors LLC | 3,463 | $248.4K | 0.02% | −15−0.4% | Reduced |
| Financial Engines Advisors L.L.C. | 3,464 | $248.5K | 0.00% | +3,464 | New |
| Lifeworks Advisors, LLC | 3,468 | $248.8K | 0.07% | −212−5.8% | Reduced |
| Apexium Financial, LP | 3,470 | $248.9K | 0.02% | +200+6.1% | Added |
| Benedetti & Gucer, Inc. | 3,502 | $251.0K | 0.12% | −1,399−28.5% | Reduced |
| St. Louis Trust Co | 3,500 | $251.1K | 0.04% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 3,506 | $251.5K | 0.06% | +3,506 | New |
| Salomon & Ludwin, LLC | 3,509 | $251.7K | 0.02% | −2,193−38.5% | Reduced |
| Zullo Investment Group, Inc. | 3,526 | $253.0K | 0.12% | +89+2.6% | Added |
| Syntegra Private Wealth Group, LLC | 3,546 | $254.4K | 0.03% | −390−9.9% | Reduced |
| Palumbo Wealth Management LLC | 3,546 | $254.4K | 0.11% | −163−4.4% | Reduced |
| Latitude Advisors, LLC | 3,552 | $254.9K | 0.16% | +648+22.3% | Added |
| NBW Capital LLC | 3,554 | $255.0K | 0.05% | −72−2.0% | Reduced |
| Wela Strategies, Inc. | 3,559 | $255.4K | 0.12% | −1,447−28.9% | Reduced |
| Glass Wealth Management Co LLC | 3,565 | $255.7K | 0.16% | +3,565 | New |
| Bank of New Hampshire | 3,568 | $256.0K | 0.07% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,574 | $256.4K | 0.08% | −1,078−23.2% | Reduced |
| Congress Wealth Management LLC | 3,575 | $256.5K | 0.00% | −2,519−41.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,590 | $257.5K | 0.04% | +3,590 | New |
| Gateway Investment Advisers LLC | 3,600 | $258.3K | 0.00% | −252−6.5% | Reduced |
| Integris Wealth Management, LLC | 3,600 | $258.3K | 0.07% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,607 | $258.8K | 0.05% | −68−1.9% | Reduced |
| MBM Wealth Consultants, LLC | 3,610 | $258.9K | 0.09% | −56−1.5% | Reduced |
| Geller Advisors LLC | 3,620 | $259.7K | 0.02% | +64+1.8% | Added |
| Plato Investment Management Ltd | 3,622 | $259.8K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3,625 | $260.1K | 0.07% | −48−1.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,731 | $260.3K | 0.14% | 00.0% | Unchanged |
| Country Trust Bank | 3,633 | $260.6K | 0.01% | +93+2.6% | Added |
| Oak Family Advisors, LLC | 3,638 | $261.0K | 0.10% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 3,650 | $261.9K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 3,653 | $262.1K | 0.01% | −1,273−25.8% | Reduced |
| Drake & Associates, LLC | 3,654 | $262.1K | 0.10% | −94−2.5% | Reduced |
| Strategic Advisors LLC | 3,661 | $262.6K | 0.05% | 00.0% | Unchanged |
| Athena Investment Management | 3,663 | $262.8K | 0.16% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,668 | $263.1K | 0.11% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 3,670 | $263.3K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,672 | $263.4K | 0.09% | −10.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,682 | $264.2K | 0.05% | +10.0% | Added |
| King Wealth | 3,709 | $266.0K | 0.05% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 3,710 | $266.2K | 0.01% | +3,710 | New |
| Hoylecohen, LLC | 3,715 | $266.5K | 0.02% | −600−13.9% | Reduced |
| Willis Investment Counsel | 3,717 | $266.7K | 0.02% | −40−1.1% | Reduced |